Cornerstone Wealth Management’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

Cornerstone Wealth Management’s Portfolio XMMO Stock Details XMMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$294K	Sell	1,726 -2,240	-56%	-$365K	0.01%	615
2026 Q1	$575K	Buy	3,966 +820	+26%	+$119K	0.03%	414
2025 Q4	$436K	Buy	3,146 +119	+4%	+$16.3K	0.02%	458
2025 Q3	$409K	Buy	+3,027	New	+$398K	0.02%	466
2020 Q1	–	Sell	-4,348	Closed	-$266K	–	387
2019 Q4	$266K	Buy	+4,348	New	+$258K	0.04%	287

Other funds holding XMMO

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Wealth Management's XMMO Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Invesco S&P MidCap Momentum ETF (XMMO) stake by 56% in Q2 2026, selling an estimated $365K and leaving 1,726 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #615.

Cornerstone Wealth Management first reported a position in XMMO in Q4 2019 and has held it in 5 quarters since. The position peaked at $575K in Q1 2026. 155 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

Cornerstone Wealth Management held 1,726 shares of Invesco S&P MidCap Momentum ETF worth $294K as of Q2 2026.
Cornerstone Wealth Management sold 2,240 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $365K.
Invesco S&P MidCap Momentum ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #615 holding.
Cornerstone Wealth Management first reported a position in Invesco S&P MidCap Momentum ETF in Q4 2019 and has held it in 5 quarters since.
Cornerstone Wealth Management's Invesco S&P MidCap Momentum ETF position peaked at $575K in Q1 2026.
155 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.